DCM deal support for a mid-sized UK-based investment bank

About Client:

A debt capital market (DCM) team of a mid-sized UK-based investment bank was exploring support to increase the deal execution.
The team was comprised of three client bankers with average ~25 years of experience with one of the largest European banks.
They needed support on mainly loans and bonds, and occasionally sovereign and municipal bonds.

Business Problem:

The bankers were wanting to double the deal execution, however their limited bandwidth was a constraint.
Wanted to keep low fixed costs as they were in a relatively start-up mode.
Wanted to focus banking bandwidth for deal origination and relationships, than consuming it on marketing collaterals and data/ research.

ValueAdd Solution:

ValueAdd staffed three associates led by a senior Team Lead, to provide the required support across M&A, ECM, DCM, and Advisory. The associates had an average 2 years of experience in banking.

Debt capital markets support:

Delivered credit memos, debt profiles/ teasers, investor presentations, IMs, Pitchbooks, for various DCM deals including EM Debt.
Delivered ad hoc debt research pieces including sovereign memos, municipal debt reports, economic research notes, debt comps, bond/loans comps.

Strategy research support:

Monitored markets and news, and updated league tables for developed and EM debt issuances.

Market intelligence and library support:

Provide market intelligence, including league tables, pricing trends, monthly report on new deals, sector newsletters, and competitive intelligence.
Provide library/data support including supplying required data, sector reports, broker reports, rating reports, and other ad hoc pieces of analysis (sensitivity analysis).
Graphical support across charts, slides, decks, and data as per the client’s formatting style guides.

Benefits Delivered:

Our client is proud of bagging some marquee DCM deals backed by our deep industry experience.

The client saved ~USD120,000 on salaries and bonuses.